We are live on ! Find out more
Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+7.01%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$71.6B
AUM Growth
+$8.36B
Cap. Flow
+$5.19B
Cap. Flow %
7.25%
Top 10 Hldgs %
7.9%
Holding
3,652
New
433
Increased
1,585
Reduced
1,146
Closed
462

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$468M
2
JNJ icon
Johnson & Johnson
JNJ
+$440M
3
IBM icon
IBM
IBM
+$355M
4
BKNG icon
Booking.com
BKNG
+$332M
5
RAI
Reynolds American Inc
RAI
+$331M

Top Sells

Rank Stock Value
1
LLTC
Linear Technology Corp
LLTC
+$482M
2
DIS icon
Walt Disney
DIS
+$247M
3
V icon
Visa
V
+$219M
4
DE icon
Deere & Co
DE
+$200M
5
JCI icon
Johnson Controls International
JCI
+$179M

Sector Composition

Rank Sector Weight
1 Healthcare 15.02%
2 Technology 13.31%
3 Financials 12.25%
4 Industrials 9.65%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCRE
2951
DELISTED
FC Global Realty Incorporated Common Stock
FCRE
$258K ﹤0.01%
145,500
-102,380
-41% -$206K
PVBC
2952
DELISTED
Provident Bancorp
PVBC
$256K ﹤0.01%
24,656
-441
-2% -$4.21K
SSBI icon
2953
Summit State Bank
SSBI
$87.4M
$256K ﹤0.01%
21,615
+137
+0.6% +$1.62K
EGT
2954
DELISTED
Entertainment Gaming Asia Inc.
EGT
$255K ﹤0.01%
150,091
+2,400
+2% +$3.62K
FCFP
2955
DELISTED
FIRST COMMUNITY FINANCIAL PARTNERS INC.
FCFP
$254K ﹤0.01%
+19,900
New +$246K
SBB
2956
DELISTED
SUSSEX BANCORP
SBB
$254K ﹤0.01%
10,361
-939
-8% -$23K
MITT
2957
TPG Mortgage Investment Trust
MITT
$213M
$253K ﹤0.01%
4,665
-46,752
-91% -$2.47M
HOME
2958
DELISTED
At Home Group Inc.
HOME
$252K ﹤0.01%
+16,600
New +$251K
VALU icon
2959
Value Line
VALU
$360M
$251K ﹤0.01%
14,600
-400
-3% -$7.13K
TGLS icon
2960
Tecnoglass Holdings Inc.
TGLS
$1.86B
$250K ﹤0.01%
23,000
+540
+2% +$6.24K
GTN.A icon
2961
Gray Media Inc
GTN.A
$612M
$249K ﹤0.01%
18,700
+500
+3% +$6K
CQH
2962
DELISTED
Cheniere Energy Partners LP Holdings LLC
CQH
$247K ﹤0.01%
10,100
-70,900
-88% -$1.66M
JASN
2963
DELISTED
Jason Industries, Inc.
JASN
$246K ﹤0.01%
165,900
+30,595
+23% +$47.7K
MFNC
2964
DELISTED
Mackinac Financial Corporation
MFNC
$243K ﹤0.01%
17,700
+3,300
+23% +$44.2K
ASMB icon
2965
Assembly Biosciences
ASMB
$536M
$242K ﹤0.01%
+792
New +$194K
ONC
2966
BeOne Medicines Ltd
ONC
$40.6B
$238K ﹤0.01%
+6,500
New +$237K
TCON
2967
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$237K ﹤0.01%
316
+114
+56% +$102K
FNJN
2968
DELISTED
Finjan Holdings, Inc.
FNJN
$236K ﹤0.01%
135,700
+13,500
+11% +$19.3K
CIZN
2969
DELISTED
Citizens Holding Co.
CIZN
$233K ﹤0.01%
9,500
+200
+2% +$5K
CPAC
2970
Cementos Pacasmayo
CPAC
$1.02B
$230K ﹤0.01%
20,509
-3,169
-13% -$36.3K
HEES
2971
DELISTED
H&E Equipment Services
HEES
$230K ﹤0.01%
+9,400
New +$230K
VCEL icon
2972
Vericel Corp
VCEL
$2.29B
$228K ﹤0.01%
81,600
-355,300
-81% -$1M
REI icon
2973
Ring Energy
REI
$354M
$227K ﹤0.01%
+21,000
New +$255K
BSTG
2974
DELISTED
Biostage, Inc. Common Stock
BSTG
$227K ﹤0.01%
619,800
+369,300
+147% +$202K
PACD
2975
DELISTED
Pacific Drilling S A
PACD
$226K ﹤0.01%
101,790
-64,400
-39% -$202K
117 118
119
120 121

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Jim Simons's Q1 2017 Portfolio in Review

As of Q1 2017, Jim Simons held 3,652 positions worth $71.6B, up 13% from $63.2B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.

Jim Simons deployed $5.19B of net new capital in Q1 2017, opening 433 new positions and adding to 1,585 existing holdings. Its largest new stake was Merck: 7,716,460 shares worth $468M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Walt Disney, an estimated $247M trimmed.

  • Jim Simons's largest Q1 2017 buy was Merck: 7,716,460 shares worth $468M.
  • Jim Simons added most to Johnson & Johnson in Q1 2017, an estimated $440M increase.
  • Jim Simons's biggest Q1 2017 reduction was Walt Disney, cutting an estimated $247M.
  • Jim Simons fully exited Linear Technology Corp in Q1 2017, selling an estimated $482M.
  • Jim Simons's ten largest holdings make up 7.9% of its $71.6B portfolio in Q1 2017.
  • Jim Simons opened 433 new positions and closed 462 in Q1 2017.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $71.6B.

Based on Renaissance Technologies's 13F filing for Q1 2017, filed 12 May 2017.